“Market Outlook for 2020” Click Here This week on “Upticks” I bring Jesse back on the show to discuss what we are paying close attention to for 2020. The key is not losing all of the gains we just made in 2019. “Real Questions, Real Answers” Click Here NEW SEGMENT ALERT – Between the two […]
“The SECURE ACT and Your IRA” Click Here This week on “Upticks”, Matt and I discuss an important update to the rules regarding IRAs. Personally, by being a Chartered Retirement Planning Counselor (CRPC®) this is right up my alley. We will be sure to keep you updated as the rules change and we look forward […]
“2019 Falcon Wealth Advisors Year in Review” Click Here This week Cory and I breakdown what happened in 2019. We have a ton to be thankful for and we had a great year! “Stocks Consider Their Steady Move Up as Impeachment Moves to the Senate” Click Here Jesse’s blog includes insightful information regarding Trump’s impeachment, […]
“Do. Or do not. There is no try.” – Yoda Click Here In Episode #71 of Upticks, Cory and I unpack 4 planning musts that one should consider doing BEFORE year end. It’s not too late. Don’t let the holidays get in the way of preparing yourself for your financial goals. “Phase 1 Deal with […]
Facts, Facts, Facts Click Here This week on “Upticks” Cory and I break down 3 facts you should be aware of when looking at your investment returns for 2019. This was a fun episode to record and worth a quick watch. “Make or Break Week for Stocks Looms as Blowout Jobs Data Provides a Tailwind” […]
“We got the jazz, we got the jazz” – A Tribe Called Quest Click Here This week on “Upticks” Cory and I discuss rolling the dice on your investments after a Bull market. It’s important to remember the old Wall Street cliché, “Bulls make money, Bears make money, and Pigs get slaughtered.” Contact us today […]
Happy Thanksgiving! Click Here Did you ever think financial advisors would have tips for Thanksgiving? Well, we do. Tune in to Episode #68 of Upticks where Cory and I share some useful information. “Trade Risks Re-Emerge as Hong Kong Holds Referendum on Carrie Lam” Click Here This week Jesse unpacks Treasury yields, Trade, and more. […]
“I was born in the U.S.A.” – Bruce Springsteen Click Here Sometimes I think we all forget that we’re all living under the same flag. This week Cory and I give our two cents on how to handle politics and your portfolio. “Impeachment Hearings Begin Amid Mixed Economic Data, Surprise Trump Announcement, and Hong Kong […]
“We don’t need no education” – Pink Floyd Click Here Wait a minute, yes you do need an education! This week James and I discuss education savings plans. If you are interested in setting one up for someone in your family, be sure to take action BEFORE year end. (Depending on the plan you choose, […]
“Surely make you lose your mind” – Eagles Click Here Don’t let the thought of retirement planning “make you lose your mind.” At Falcon Wealth Advisors we have a team of professionals to help you plan for and retire with confidence. In Episode 65 of “Upticks” Cory and I go over 3 key considerations to […]
Falcon Wealth Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
about the authors
Jake Falcon, CRPC
Founder and CEO Wealth Advisor
Jake began his career in the financial services industry in 2006. He enjoys creating content that educates individuals on the differences amongst financial professionals.
Jake also like speaking/writing about complex strategies in language non-financial professionals can understand. In his free time, Jake enjoys playing golf, attending sporting events, and traveling with his wife, Rachel.
Cory Bittner, CRPC
Co-Founder and COO Wealth Advisor
Cory began his career in the financial services industry in 2010.
He enjoys promoting a message that financial planning doesn’t need to be overly complex or intimidating. Cory also enjoys educating subscribers on the many options available to individual investors.
In his free time, Cory enjoys playing tennis, reading, and spending time with his wife Cassie.
James Lewis, CFP®
Director Wealth Management
James began his career in the financial services industry in 2015.
He enjoys researching and educating on a broad arena of financial topics. James also is passionate about helping millennial clients prepare their financial futures.
In his free time, James enjoys spending time with family and friends, attending Sporting Kansas City games, and traveling.
Associate Director Investment Analyst
Jesse began his career in the financial services industry in 2018.
His primary area of focus is researching and writing about capital markets. Jesse is constantly studying and discussing the economy which helps our team make sound investment decisions for our clients.
In his free time, Jesse enjoys watching English Premier League Soccer, traveling, and spending time with friends and family.
Matt Johnson, CTS™
Matt is responsible for identifying tax planning opportunities for our clients. He evaluates the details of each financial plan to maximize the tax efficiency. This helps separate our practice from others as he identifies strategies other financial planners may overlook.
Matt earned his Bachelor of Science degree in Finance from the University of Kansas. Matt also holds his Series 7 and 66 licenses. He was recently awarded the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™). This designation focuses on personal income taxes and methods to reduce tax liability.
In his free time, Matt enjoys playing golf, fishing and keeping up with the Kansas Jayhawks.